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Private Trust Company’s Utz Brands UTZ Stock Holding History

Private Trust Company’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.88K Sell
742
-1,069
-59% -$9.93K ﹤0.01% 2158
2025
Q4 		$18.8K Buy
1,811
+857
+90% +$9.24K ﹤0.01% 1683
2025
Q3 		$11.6K Buy
954
+169
+22% +$2.24K ﹤0.01% 1847
2025
Q2 		$9.85K Buy
785
+99
+14% +$1.29K ﹤0.01% 1826
2025
Q1 		$9.66K Buy
686
+374
+120% +$5.14K ﹤0.01% 1812
2024
Q4 		$4.89K Hold
312
– – ﹤0.01% 1982
2024
Q3 		$5.52K Hold
312
– – ﹤0.01% 1911
2024
Q2 		$5.19K Sell
312
-40
-11% -$720 ﹤0.01% 1913
2024
Q1 		$6.49K Hold
352
– – ﹤0.01% 1818
2023
Q4 		$5.72K Sell
352
-180
-34% -$2.38K ﹤0.01% 1870
2023
Q3 		$7.14K Hold
532
– – ﹤0.01% 1730
2023
Q2 		$8.7K Buy
532
+180
+51% +$3.09K ﹤0.01% 1674
2023
Q1 		$5.8K Sell
352
-126
-26% -$2.08K ﹤0.01% 1799
2022
Q4 		$8K Sell
478
-128
-21% -$2.12K ﹤0.01% 1655
2022
Q3 		$9K Hold
606
– – ﹤0.01% 1504
2022
Q2 		$8K Buy
+606
New +$8.43K ﹤0.01% 1604

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Trust Company's UTZ Position: Q1 2026 in Review

Private Trust Company reduced its Utz Brands (UTZ) stake by 59% in Q1 2026, selling an estimated $9.93K and leaving 742 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Private Trust Company first reported a position in UTZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $18.8K in Q4 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Private Trust Company held 742 shares of Utz Brands worth $5.88K as of Q1 2026.
  • Private Trust Company sold 1,069 Utz Brands shares in Q1 2026, an estimated $9.93K.
  • Utz Brands made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #2158 holding.
  • Private Trust Company first reported a position in Utz Brands in Q2 2022 and has held it in 16 quarters since.
  • Private Trust Company's Utz Brands position peaked at $18.8K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.